Strategic Blueprint’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Strategic Blueprint’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$239K	Buy	+6,625	New	+$219K	0.01%	627
2025 Q4	–	Sell	-7,997	Closed	-$223K	–	760
2025 Q3	$223K	Buy	+7,997	New	+$214K	0.01%	674
2024 Q2	–	Sell	-10,586	Closed	-$261K	–	649
2024 Q1	$261K	Sell	10,586 -10,234	-49%	-$240K	0.02%	524
2023 Q4	$492K	Sell	20,820 -8,166	-28%	-$172K	0.04%	354
2023 Q3	$600K	Sell	28,986 -16,716	-37%	-$367K	0.06%	303
2023 Q2	$1M	Sell	45,702 -28,164	-38%	-$587K	0.1%	201
2023 Q1	$1.55M	Sell	73,866 -34,410	-32%	-$740K	0.16%	143
2022 Q4	$2.19M	Sell	108,276 -4,476	-4%	-$91.7K	0.25%	99
2022 Q3	$2.13M	Sell	112,752 -60,600	-35%	-$1.27M	0.26%	94
2022 Q2	$3.38M	Sell	173,352 -92,432	-35%	-$1.98M	0.42%	56
2022 Q1	$6.29M	Buy	265,784 +60	+0%	+$1.42K	0.73%	26
2021 Q4	$6.8M	Buy	265,724 +36,260	+16%	+$938K	0.86%	18
2021 Q3	$5.74M	Buy	229,464 +58,432	+34%	+$1.48M	0.89%	18
2021 Q2	$4.46M	Buy	171,032 +51,076	+43%	+$1.31M	0.7%	28
2021 Q1	$2.99M	Buy	+119,956	New	+$2.95M	0.64%	38

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Strategic Blueprint's SCHA Position: Q2 2026 in Review

Strategic Blueprint opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 6,625 shares worth $239K. The stake represents 0.01% of the portfolio and ranks #627 among its holdings. This is a return to the name: Strategic Blueprint previously reported a position in SCHA as recently as Q3 2025.

Strategic Blueprint first reported a position in SCHA in Q1 2021 and has held it in 15 quarters since. The position peaked at $6.8M in Q4 2021. 680 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Strategic Blueprint held 6,625 shares of Schwab U.S Small- Cap ETF worth $239K as of Q2 2026.
Schwab U.S Small- Cap ETF was a new Strategic Blueprint position in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.01% of Strategic Blueprint's portfolio in Q2 2026, its #627 holding.
Strategic Blueprint first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and has held it in 15 quarters since.
Strategic Blueprint's Schwab U.S Small- Cap ETF position peaked at $6.8M in Q4 2021.
680 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.